Institutional Ownership First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information about the institutional ownership of First Tr Ex Td Viii Ft Cboe Ve (BUFR). We have compiled data on the 356 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $4.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
148,674
shares
|
$4.56 Million
0.05% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
147,586
shares
|
$4.53 Million
1.31% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
146,140
shares
|
$4.48 Million
3.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
142,877
shares
|
$4.38 Million
0.34% of portfolio
|
Q3 2024
Added 457.26%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
141,943
shares
|
$4.35 Million
1.62% of portfolio
|
Q3 2024
Reduced 33.61%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
140,021
shares
|
$4.3 Million
2.05% of portfolio
|
Q3 2024
Added 57.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
136,720
shares
|
$4.19 Million
0.25% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
135,736
shares
|
$4.16 Million
0.91% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
135,170
shares
|
$4.15 Million
1.83% of portfolio
|
Q3 2024
Added 37.04%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
132,442
shares
|
$4.06 Million
1.17% of portfolio
|
Q3 2024
Added 63.25%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
132,181
shares
|
$4.06 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
131,895
shares
|
$4.05 Million
0.31% of portfolio
|
Q3 2024
Added 51.36%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
131,217
shares
|
$4.03 Million
0.88% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
128,998
shares
|
$3.96 Million
0.04% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
128,983
shares
|
$3.96 Million
0.23% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
126,731
shares
|
$3.89 Million
1.27% of portfolio
|
Q3 2024
Added 311.53%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
126,100
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.96%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
124,678
shares
|
$3.83 Million
1.51% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
121,908
shares
|
$3.74 Million
0.14% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
120,894
shares
|
$3.71 Million
2.6% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
120,391
shares
|
$3.69 Million
2.23% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
118,178
shares
|
$3.63 Million
0.04% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
112,334
shares
|
$3.45 Million
0.13% of portfolio
|
Q3 2024
Added 680.8%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
111,323
shares
|
$3.42 Million
1.65% of portfolio
|
Q3 2024
Added 20.98%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
111,217
shares
|
$3.41 Million
0.2% of portfolio
|
Q3 2024
Added 64.09%
|